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Baldwin Wealth Partners’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

Baldwin Wealth Partners’s Portfolio BBEU Stock Details BBEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-149
Closed -$7K – 665
2022
Q2 		$7K Buy
+149
New +$7.59K ﹤0.01% 563

Other funds holding BBEU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Baldwin Wealth Partners's BBEU Position: Q3 2022 in Review

Baldwin Wealth Partners sold out of JPMorgan BetaBuilders Europe ETF (BBEU) in Q3 2022, closing a stake of 149 shares — an estimated $7K sold.

Baldwin Wealth Partners first reported a position in BBEU in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 84 funds tracked by Wall St. Rank hold BBEU as of Q3 2022.

  • Baldwin Wealth Partners reported no remaining JPMorgan BetaBuilders Europe ETF position as of Q3 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 149 JPMorgan BetaBuilders Europe ETF shares in Q3 2022, an estimated $7K.
  • Baldwin Wealth Partners first reported a position in JPMorgan BetaBuilders Europe ETF in Q2 2022 and held it in 1 quarter.
  • Baldwin Wealth Partners's JPMorgan BetaBuilders Europe ETF position peaked at $7K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q3 2022.

Based on Baldwin Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.